Looking to diversify beyond APUSX? The mutual funds below have the lowest correlation with APUSX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from APUSX.
Best Diversifiers for APUSX
105 mutual funds have low correlation with APUSX (below 0.3), 2 of which are negatively correlated. The least correlated is Cavanal Hill World Energy Fund (APWEX) (Energy Equities) with a 1Y correlation of -0.08, roughly unchanged from 0.00 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cavanal Hill World Energy Fund | -0.08 | 0.00 | 0.00 | 52 | Energy Equities | APUSX vs APWEX | |
| DFA California Municipal Real Return Portfolio | -0.04 | 0.01 | 0.09 | 95 | Municipal Bonds | APUSX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.02 | 0.02 | 0.12 | 94 | Municipal Bonds | APUSX vs DMREX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05 | 0.03 | 0.04 | 76 | Diversified Portfolio, Municipal Bonds | APUSX vs VTMFX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.05 | 0.07 | — | 100 | Municipal Bonds | APUSX vs DFABX |
See all 453 diversifiers for APUSX
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